Meet Our Team
This country provides an abundance of opportunity to achieve financial success for those who are willing to work hard and lead a responsible life. These are my clients… “middle class millionaires,” good neighbors, honest and caring people who are committed to being stewards of their family’s wealth.
Together, we travel a journey from uncertainty to confidence.
My passion is to help them understand their accomplishments and what it means to their families. Together, we travel a journey from uncertainty to confidence. I listen to their stories. We often laugh together to lighten the load of our more serious topics. And, because I only deliver advice – not products – I am free to be more proactive and responsive to their needs.
If you happen to have a family member with special needs, I would especially like to meet with you to explore how we can improve the quality of that person’s and your family’s life.
John’s Personal Story
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Civil War history buff
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Goes fly fishing in “blue line” mountain streams
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Pals around with his seven children
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Enjoys the tidal marshlands of South Carolina and Georgia
If I have a theme, it is “to make things better.” My children know me by the expression “just do the next right thing.” I am a perfectionist and an avid learner. I never know enough.
After pursuing three unique professional careers, I have finally discovered where my competencies intersect with my passions. I am blessed.
Notwithstanding my professional education, nothing has taught me more about life than the experience of being a husband and father of seven children. Jack, my third child, is severely disabled, and he has taught me things about patience, grace and compassion that I could have never imagined.